Convergence Financial’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Other funds holding JPM
Convergence Financial's JPM Position: Q2 2026 in Review
Convergence Financial increased its JPMorgan Chase (JPM) stake by 90% in Q2 2026, buying an estimated $3.16M and bringing the position to 21,503 shares worth $7.04M. The position accounts for 0.56% of the portfolio, ranked #43.
Convergence Financial first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Convergence Financial held 21,503 shares of JPMorgan Chase worth $7.04M as of Q2 2026.
- Convergence Financial bought 10,180 JPMorgan Chase shares in Q2 2026, an estimated $3.16M.
- JPMorgan Chase made up 0.56% of Convergence Financial's portfolio in Q2 2026, its #43 holding.
- Convergence Financial first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
- 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.